What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Canara Robeco Ultra Short to Short Term Fund - Regular Plan - Growth Option - Portfolio Analysis

Debt
Low Duration
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 48.84%Others: 51.16%

Market Cap

Corporate Bond: 32.26%Government: 5.89%Government Related: 10.68%

Number of stocks

Top 10 Holdings

39.04% of portfolio

Market Cap of Debt

Corporate Bond

32.26%

Government

5.89%

Government Related

10.68%

Companies Allocation of Debt

Kotak Mahindra Prime Limited6.629%

Bajaj Housing Finance Limited4.463%

LIC Housing Finance Ltd4.454%

Indian Bank4.274%

Treasury Bills3.552%

6.75% Govt Stock 20332.341%

National Bank For Agriculture And Rural Development2.248%

6.92% Tamilnadu Sgs 20292.224%

HDFC Bank Ltd.2.190%

National Bank for Agriculture and Rural Development2.176%

Power Finance Corporation Limited1.348%

7.59% Karnataka Sdl 20270.903%

Bajaj Finance Limited0.896%

Sundaram Finance Limited0.892%

Hdb Financial Services Limited0.448%

Sector Allocation of Debt

Corporate Bond32.26%

Government5.89%

Government Related10.68%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Canara Robeco Ultra Short to Short Term Fund - Regular Plan - Growth Option

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Everything You Need To Know To Get Started With Confidence

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

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